ransomnote: Below are several of John A Konrad V's detailed posts. There are another 14 posts in this thread series at the link which I did not copy.Here's the source of the x.com thread posts below:DataRepublican (small r) repostedJohn Ʌ Konrad V@johnkonradLet's unpack this..What if the White House has no intention of reopening the Strait of Hormuz?What if this war is really about ships & tariffs?I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong.We need to go back to the drawing boards.That's...